External broker reports(aggregated public sources), Axis Direct

Axis Direct

External broker reports(aggregated public sources)

Axis Direct is the flagship brand under Axis Securities Limited, a subsidiary of Axis Bank in India. 

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Equity Bottom-Up

Genus Power Infrastructures / Equity Bottom-Up

<ul><li>Strong Order Book: Including all SPVs and Platform with GIC, the order book stood at Rs 31,302 Cr as of Dec’24 with concessions for over 8-10 years (against the order book of Rs 31,775 as of Sep’24).</li><li>The company did not have any major order inflows in Q3FY25.</li><li>Though the current orderbook of Rs 31,302 Cr is not the peak, Q4FY25 is expected to be muted in terms of order inflows. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Strong Order Book: Including all SPVs and Platform with GIC, the order book stood at Rs 31,302 Cr as of Dec’24 with concessions for over 8-10 years (against the order book of Rs 31,775 as of Sep’24).The company did not have any major order inflows in Q3FY25.Though the current orderbook of Rs 31,302 Cr is not the peak, Q4FY25 is expected to be muted in terms of order inflows. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Genus Power Infrastructures Ltd - Strong Q3; Strong Order Book – Execution a Key

<ul><li>Genus Power Infrastructures Ltd (Genus) is one of the largest players in the electricity metering solutions industry in India.</li><li>As a pioneer in electricity metering solutions with over 8 Cr meters installed globally, Genus has been at the forefront of electricity metering since its inception in 1992 with ~27% market share.</li><li>Strong Order Book: The company’s order book stood at Rs 31,776 Cr as of Sep’24 with concessions for over 8-10 years.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Genus Power Infrastructures Ltd (Genus) is one of the largest players in the electricity metering solutions industry in India.As a pioneer in electricity metering solutions with over 8 Cr meters installed globally, Genus has been at the forefront of electricity metering since its inception in 1992 with ~27% market share.Strong Order Book: The company’s order book stood at Rs 31,776 Cr as of Sep’24 with concessions for over 8-10 years.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Pick of the Week: Genus Power Infrastructures Ltd - 18th January, 2025

Thematic (Sector/Industry)

<ul><li>Cumulative all-India electricity demand over Jul’25-Sep'25 stood at 449 BU as compared to 435 BU for the same period last year (3.3% increase YoY and 0.8% QoQ).</li><li>The peak demand was 230 GW for Q2FY26 in Aug’25 (vs. 231 GW during Q2FY25 in Sep’24), a 0.4% YoY decline.</li><li>The electricity demand saw a steady recovery despite an extended monsoon. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Cumulative all-India electricity demand over Jul’25-Sep'25 stood at 449 BU as compared to 435 BU for the same period last year (3.3% increase YoY and 0.8% QoQ).The peak demand was 230 GW for Q2FY26 in Aug’25 (vs. 231 GW during Q2FY25 in Sep’24), a 0.4% YoY decline.The electricity demand saw a steady recovery despite an extended monsoon. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Q2FY26 Earnings Preview - Power and Ancillaries

<ul><li>Cumulative all-India electricity demand over Apr’25-Jun'25 stood at 446 BU as compared to 452 BU for the same period last year.</li><li>The peak demand was 243 GW for Q1FY26 in Jun’25 (vs. 250 GW during Q1FY25 in May’24), a 3% YoY decline.</li><li>The weakness in electricity demand is led by the early onset of monsoon and less intense summer. y companies under our coverage, led by lower power generation and slower execution.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Cumulative all-India electricity demand over Apr’25-Jun'25 stood at 446 BU as compared to 452 BU for the same period last year.The peak demand was 243 GW for Q1FY26 in Jun’25 (vs. 250 GW during Q1FY25 in May’24), a 3% YoY decline.The weakness in electricity demand is led by the early onset of monsoon and less intense summer. y companies under our coverage, led by lower power generation and slower execution.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Q1FY26 Earnings Preview - Power & Ancillaries

<ul><li>Strong Order Book: Including all SPVs and Platform with GIC, the order book stood at Rs 31,776 Cr as of Sep’24 with concessions for over 8-10 years (against the orderbook of Rs 32,500 as of Aug’24).</li><li>The current orderbook of Rs 31,776 Cr is not the peak and a further increase from this level is expected from Q1FY26 (the tendering activity is expected to remain muted in H2FY25).</li><li>90% of the orderbook is towards the GIC Platform. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Strong Order Book: Including all SPVs and Platform with GIC, the order book stood at Rs 31,776 Cr as of Sep’24 with concessions for over 8-10 years (against the orderbook of Rs 32,500 as of Aug’24).The current orderbook of Rs 31,776 Cr is not the peak and a further increase from this level is expected from Q1FY26 (the tendering activity is expected to remain muted in H2FY25).90% of the orderbook is towards the GIC Platform. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Genus Power Infrastructures Ltd - Strong Q2; Inline with the Growth Trajectory

India

Genus Power Infrastructures Ltd. manufactures electronic meters and other power control equipment. The Company produces residential, industrial, substation, agricultural, grid and group meters, inverters, uninterruptible power supplies, and hybrid microcircuits; and designs and constructs substations, transmission and distribution lines, and electrification projects.

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Genus Power Infrastructures (GPIN IN)

Genus Power Infrastructures Ltd - Strong Q3; Strong Order Book – Execution a Key

Including all SPVs and Platform with GIC, the order book stood at Rs 31,302 Cr as of Dec’24 with concessions for over 8-10 years (against the order...

Axis Direct

Pick of the Week: Genus Power Infrastructures Ltd - 18th January, 2025

Genus Power Infrastructures Ltd (Genus) is one of the largest players in the electricity metering solutions industry in India.

Axis Direct

Q2FY26 Earnings Preview - Power and Ancillaries

Cumulative all-India electricity demand over Jul’25-Sep'25 stood at 449 BU as compared to 435 BU for the same period last year (3.3% increase YoY...

Axis Direct

Q1FY26 Earnings Preview - Power & Ancillaries

Cumulative all-India electricity demand over Apr’25-Jun'25 stood at 446 BU as compared to 452 BU for the same period last year. The peak demand was...

Axis Direct

Genus Power Infrastructures Ltd - Strong Q2; Inline with the Growth Trajectory

Strong Order Book: Including all SPVs and Platform with GIC, the order book stood at Rs 31,776 Cr as of Sep’24 with concessions for over 8-10 years

Axis Direct

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